DiNuzzo Private Wealth’s Aaon AAON Stock Holding History

DiNuzzo Private Wealth’s Portfolio AAON Stock Details AAON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.65K	Sell	13 -2	-13%	-$234	﹤0.01%	746
2026 Q1	$1.24K	Buy	15 +5	+50%	+$454	﹤0.01%	806
2025 Q4	$763	Sell	10 -3	-23%	-$277	﹤0.01%	959
2025 Q3	$1.08K	Sell	13 -6	-32%	-$491	﹤0.01%	852
2025 Q2	$1.4K	Buy	19 +5	+36%	+$438	﹤0.01%	746
2025 Q1	$1.09K	Sell	14 -4	-22%	-$413	﹤0.01%	791
2024 Q4	$2.12K	Sell	18 -3	-14%	-$368	﹤0.01%	585
2024 Q3	$2.27K	Buy	21 +5	+31%	+$457	﹤0.01%	559
2024 Q2	$1.4K	Sell	16 -4	-20%	-$326	﹤0.01%	656
2024 Q1	$1.76K	Buy	20 +7	+54%	+$549	﹤0.01%	518
2023 Q4	$961	Buy	+13	New	+$802	﹤0.01%	718

Other funds holding AAON

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DiNuzzo Private Wealth's AAON Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Aaon (AAON) stake by 13% in Q2 2026, selling an estimated $234 and leaving 13 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

DiNuzzo Private Wealth first reported a position in AAON in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.27K in Q3 2024. 112 funds tracked by Wall St. Rank hold AAON as of Q2 2026.

DiNuzzo Private Wealth held 13 shares of Aaon worth $1.65K as of Q2 2026.
DiNuzzo Private Wealth sold 2 Aaon shares in Q2 2026, an estimated $234.
Aaon made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #746 holding.
DiNuzzo Private Wealth first reported a position in Aaon in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Aaon position peaked at $2.27K in Q3 2024.
112 funds tracked by Wall St. Rank held Aaon as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.